OWA
Outlook Wealth Advisors’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $636K | Sell |
6,509
-81
| -1% | -$7.92K | 0.16% | 123 |
|
|
2025
Q1 | $579K | Sell |
6,590
-8,468
| -56% | -$743K | 0.16% | 125 |
|
|
2024
Q4 | $1.36M | Buy |
15,058
+268
| +2% | +$24.2K | 0.39% | 50 |
|
|
2024
Q3 | $1.19M | Buy |
14,790
+9,065
| +158% | +$732K | 0.34% | 54 |
|
|
2024
Q2 | $388K | Buy |
5,725
+37
| +0.7% | +$2.51K | 0.12% | 164 |
|
|
2024
Q1 | $342K | Buy |
5,688
+3,746
| +193% | +$225K | 0.11% | 188 |
|
|
2023
Q4 | $306K | Sell |
1,942
-66
| -3% | -$10.4K | 0.11% | 169 |
|
|
2023
Q3 | $321K | Buy |
2,008
+69
| +4% | +$11K | 0.12% | 157 |
|
|
2023
Q2 | $305K | Sell |
1,939
-4
| -0.2% | -$629 | 0.12% | 160 |
|
|
2023
Q1 | $286K | Sell |
1,943
-46
| -2% | -$6.78K | 0.13% | 158 |
|
|
2022
Q4 | $282K | Sell |
1,989
-62
| -3% | -$8.79K | 0.13% | 137 |
|
|
2022
Q3 | $266K | Sell |
2,051
-33
| -2% | -$4.28K | 0.12% | 153 |
|
|
2022
Q2 | $254K | Buy |
2,084
+58
| +3% | +$7.07K | 0.1% | 163 |
|
|
2022
Q1 | $302K | Sell |
2,026
-6
| -0.3% | -$894 | 0.1% | 161 |
|
|
2021
Q4 | $294K | Sell |
2,032
-96
| -5% | -$13.9K | 0.09% | 172 |
|
|
2021
Q3 | $297K | Buy |
2,128
+221
| +12% | +$30.8K | 0.1% | 179 |
|
|
2021
Q2 | $269K | Sell |
1,907
-298
| -14% | -$42K | 0.09% | 186 |
|
|
2021
Q1 | $300K | Buy |
2,205
+443
| +25% | +$60.3K | 0.1% | 168 |
|
|
2020
Q4 | $254K | Sell |
1,762
-459
| -21% | -$66.2K | 0.09% | 168 |
|
|
2020
Q3 | $311K | Sell |
2,221
-263
| -11% | -$36.8K | 0.12% | 145 |
|
|
2020
Q2 | $298K | Sell |
2,484
-129
| -5% | -$15.5K | 0.13% | 144 |
|
|
2020
Q1 | $297K | Buy |
2,613
+740
| +40% | +$84.1K | 0.17% | 123 |
|
|
2019
Q4 | $223K | Sell |
1,873
-559
| -23% | -$66.6K | 0.13% | 133 |
|
|
2019
Q3 | $289K | Buy |
2,432
+281
| +13% | +$33.4K | 0.17% | 137 |
|
|
2019
Q2 | $238K | Buy |
+2,151
| New | +$238K | 0.16% | 140 |
|
|
2019
Q1 | – | Sell |
-496
| Closed | -$462K | – | 186 |
|
|
2018
Q4 | $462K | Buy |
+496
| New | +$462K | 0.21% | 118 |
|